Purchases and Sales Made in Q2 2025 in Spdr Portfolio S&P 500 ETF (Ma (SPLG)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 ETF (Ma (SPLG) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 500 ETF (MA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
241K+ 91.95% |
$14.1M - $17.5M
|
503K
$38.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
237K+ 20.44% |
$13.8M - $17.2M
|
1.4M
$108M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
237K+ 6.97% |
$13.8M - $17.2M
|
3.63M
$281M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
231K+ 3.14% |
$13.5M - $16.8M
|
7.58M
$586M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
224KNew |
$13.1M - $16.3M
|
224K
$17.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
223K+ 5.33% |
$13M - $16.2M
|
4.41M
$341M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
209K+ 63.94% |
$12.2M - $15.2M
|
536K
$41.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
205K+ 43.67% |
$12M - $14.9M
|
675K
$52.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
200KNew |
$11.7M - $14.5M
|
200K
$15.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
197K+ 24.53% |
$11.5M - $14.3M
|
1M
$77.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
197K+ 10.58% |
$11.5M - $14.3M
|
2.06M
$159M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
192K+ 3.75% |
$11.2M - $14M
|
5.32M
$411M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
189K+ 76.86% |
$11M - $13.7M
|
434K
$33.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
186KNew |
$10.9M - $13.5M
|
186K
$14.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
185K+ 45.29% |
$10.8M - $13.4M
|
593K
$45.9M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
182K+ 304.78% |
$10.6M - $13.2M
|
242K
$18.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
174KNew |
$10.2M - $12.7M
|
174K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
169K+ 36.07% |
$9.86M - $12.3M
|
637K
$49.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
166K+ 37.61% |
$9.68M - $12M
|
606K
$46.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
159K+ 156.83% |
$9.27M - $11.5M
|
260K
$20.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
150K+ 214.93% |
$8.77M - $10.9M
|
220K
$17M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
148K+ 9.87% |
$8.65M - $10.8M
|
1.65M
$128M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
146KNew |
$8.52M - $10.6M
|
146K
$11.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
124K+ 61.67% |
$7.23M - $9M
|
325K
$25.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
123K+ 78.8% |
$7.21M - $8.98M
|
280K
$21.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
120K+ 20.37% |
$7.03M - $8.75M
|
711K
$55M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
119K+ 17.36% |
$6.96M - $8.66M
|
806K
$62.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
118K+ 274.36% |
$6.86M - $8.54M
|
160K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
116K+ 628.4% |
$6.76M - $8.42M
|
134K
$10.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
112K+ 12.19% |
$6.54M - $8.14M
|
1.03M
$79.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
108K+ 3.12% |
$6.28M - $7.82M
|
3.55M
$275M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
105K+ 14.06% |
$6.16M - $7.67M
|
856K
$66.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
104K+ 87.12% |
$6.1M - $7.59M
|
224K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
101K+ 2.96% |
$5.9M - $7.34M
|
3.51M
$272M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
100K+ 18.67% |
$5.87M - $7.3M
|
639K
$49.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
98.6K+ 19.93% |
$5.76M - $7.17M
|
593K
$45.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
97.4K+ 1515.33% |
$5.69M - $7.08M
|
104K
$8.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
92.1K+ 18.65% |
$5.38M - $6.7M
|
586K
$45.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
92KNew |
$5.37M - $6.69M
|
92K
$7.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
90.7K+ 67.08% |
$5.3M - $6.59M
|
226K
$17.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
87.5K+ 137.66% |
$5.11M - $6.36M
|
151K
$11.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
87.3KNew |
$5.1M - $6.35M
|
87.3K
$6.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
85.1K+ 902.37% |
$4.97M - $6.18M
|
94.5K
$7.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
85K+ 1664.47% |
$4.96M - $6.18M
|
90.1K
$6.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
84.7K+ 24.31% |
$4.95M - $6.16M
|
433K
$33.5M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
83.8KNew |
$4.9M - $6.09M
|
83.8K
$6.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
82.9KNew |
$4.84M - $6.03M
|
82.9K
$6.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
80.2K+ 2.17% |
$4.68M - $5.83M
|
3.77M
$292M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
80K+ 74.5% |
$4.68M - $5.82M
|
188K
$14.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
78.6K+ 13.91% |
$4.59M - $5.71M
|
643K
$49.8M
|